Signature Equity Partners offers investment advisory services tailored to clients' financial situations and goals. Services are delivered through a network of independent advisory affiliates. Signature offers portfolio management, third-party money manager selection, and financial planning services, including retirement, tax, and estate planning. Clients can choose discretionary or non-discretionary management.
Fee Structure
Signature Equity Partners offers investment management through various programs:
VISION2020 Wealth Management Platform:
- Advisor Managed Portfolio Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
- Unified Managed Account Program: Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Independent Portfolio Management Services:
- Fees range from 0.25% to 1.75% annually, negotiated with your advisor.
Fees are based on the value of your account and can be tiered or a flat percentage. Fees are typically deducted from your account. The specific fee and payment frequency are detailed in your advisory agreement.